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Set Up a Workflow for Locking and Unlocking Quotes

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Set Up a Workflow for Locking and Unlocking Quotes

Configure a workflow on the Quote object to control when quotes and their child records—Quote Line Items and Quote Line Groups—lock, based on the quote's status. The workflow also defines the actions that users can take at each stage. Locking a quote prevents unauthorized changes during critical workflow stages.

Required Editions

User Permissions Needed
To set up the workflow: Life Sciences Commercial Admin permission set
  1. Create the Submit and Request for Unlock actions that appear as buttons on the Quote record page.
  2. Define the stages that a quote passes through and which actions are available at each stage.
  3. Show reps and managers the quote's current stage.
  4. Make sure reps change a quote's status only through the workflow action buttons.
  5. Turn on the trigger that runs the workflow.
  6. Grant the sharing access reps must use stage actions.
  • Create Workflow Actions
    Before configuring stages, create the two workflow actions that appear as buttons on the Quote record page.
  • Create a Workflow Path
    Create a workflow path on the Quote object and configure the Draft, Submitted, and Request for Unlock stages to control when quotes are locked and unlocked.
  • Add the Workflow Path Component to the Quote Record Page
    Add the LifeSciStagePathContainer lightning component to see the workflow path details on the Quote record page. This component shows all stages and stage operation actions configured in a workflow path.
  • Restrict the Quote Status Field for Field Reps
    To restrict field reps from manually changing a quote's status, set the Status field on a quote as read-only. This makes sure a quote's status changes only through the workflow action buttons.
  • Turn on the Workflow Trigger
    For triggering the workflow, turn on the StagePathPermissionsHandler trigger.
 
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